APPLETON PARTNERS INC/MA

Position in ICE — Intercontinental Exchange, Inc.

CIK 1055290 BOSTON, MA

Position in ICE

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$12,597,600

-$3,068,588 QoQ

Shares Held

102,328

+2.7% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

1.15%

of 13F equity value

Holder Rank

#332

of 1,650 holders

Holding Since

Mar 2020

26 quarters on record

Financial Services · as of Jun 30, 2026

APPLETON PARTNERS INC/MA holds $24,641,018 across 3 Financial Data & Stock Exchanges names. ICE ranks #1 (51.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc. This page	102,328	$12,597,600
2	SPGI	S&P Global Inc.	23,896	$8,710,431
3	CME	Cme Group Inc.	15,093	$3,332,987

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,597,600	102,328	+2.7%	Shares	Sole	2026-07-21
2026-03-31	$15,666,188	99,607	-1.1%	Shares	Sole	2026-04-28
2025-12-31	$16,317,308	100,749	+1.6%	Shares	Sole	2026-01-09
2025-09-30	$16,704,960	99,151	+2.3%	Shares	Sole	2025-11-05
2025-06-30	$17,775,307	96,884	+0.6%	Shares	Sole	2025-07-22
2025-03-31	$16,608,990	96,284	-8.7%	Shares	Sole	2025-04-22
2024-12-31	$15,709,975	105,429	-1.4%	Shares	Sole	2025-01-28
2024-09-30	$17,173,058	106,904	-1.1%	Shares	Sole	2024-10-01
2024-06-30	$14,794,249	108,074	-5.5%	Shares	Sole	2024-07-02
2024-03-31	$15,716,219	114,358	-5.2%	Shares	Sole	2024-04-01
2023-12-31	$15,499,831	120,687	+2.6%	Shares	Sole	2024-01-02
2023-09-30	$12,938,792	117,604	-0.4%	Shares	Sole	2023-10-03
2023-06-30	$13,350,337	118,061	+1.7%	Shares	Sole	2023-07-10
2023-03-31	$12,105,044	116,071	+0.6%	Shares	Sole	2023-04-10
2022-12-31	$11,836,423	115,376	-0.0%	Shares	Sole	2023-01-19
2022-09-30	$10,428,016	115,418	-1.9%	Shares	Sole	2022-10-27
2022-06-30	$11,064,934	117,662	+2.5%	Shares	Sole	2022-07-08
2022-03-31	$15,170,018	114,820	-1.3%	Shares	Sole	2022-04-05
2021-12-31	$15,904,162	116,284	-0.3%	Shares	Sole	2022-02-03
2021-09-30	$13,386,863	116,590	+0.4%	Shares	Sole	2021-10-14
2021-06-30	$13,785,699	116,139	-2.9%	Shares	Sole	2021-07-07
2021-03-31	$13,361,618	119,642	+1.2%	Shares	Sole	2021-04-19
2020-12-31	$13,631,197	118,234	-0.2%	Shares	Sole	2021-01-19
2020-09-30	$11,858,226	118,523	+1.8%	Shares	Sole	2020-10-14
2020-06-30	$10,668,743	116,471	+1.1%	Shares	Sole	2020-08-14
2020-03-31	$9,302,965	115,207	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.